Free templates for UK trades
The four bits of paper most trades businesses run on: the quote, the job sheet, the risk assessment and method statement, and the invoice. Each one is a clean A4 document in Word and PDF, with placeholders you fill in. No sign-up, no email wall. Where a template touches the law, the page says what GOV.UK or HSE actually says and links to it.
Quote template
One page with priced lines, optional extras, a fixed price or estimate tick box, a validity date and a space for the customer to accept.
Best for: Builders, electricians, plumbers and anyone pricing work for a domestic or small commercial customer.
Preview and downloadJob sheet template
One page for the visit: reason for the call, work carried out, parts and cost, further work needed and a signature from the customer and the engineer.
Best for: Service engineers, electricians, plumbers, heating and refrigeration engineers, and anyone who sends people to customers' sites.
Preview and downloadRAMS template
A risk assessment table using the five headings from HSE's own template, a step-by-step method statement, site arrangements and a team briefing sign-off.
Best for: Electricians, plumbers, builders and other trades who are asked for RAMS by clients, main contractors or insurers.
Preview and downloadInvoice template
One page built around GOV.UK's list: unique number, supply date, description, amounts, VAT only if registered, plus bank details and a due date.
Best for: Sole traders and limited companies in the trades who invoice domestic and commercial customers.
Preview and downloadTemplates are a start, not the system
They are general information and not legal advice. Use them as a layout, and check anything that matters to your business with the people who know it. If you are tired of typing the same details into a quote, then a job sheet, then an invoice, that is the job Gafferly does on the phone. See quoting, job sheets and invoicing. There are also free calculators for your hourly rate, markup and late payment interest.
Skip the retyping
30 days with every feature unlocked. Card required to start, no VAT added.